Overview

Whether you're an Agent looking to review your prospects or an Admin wanting to sort contact records by Team or Office, the Smart CRM filters will help you locate your desired leads quickly and efficiently.

Smart CRM search filters enable you to locate desired leads by specific criteria as well as save lists for frequently used filters.

Smart CRM Filters Overview

General Information

The Smart CRM search filters use both 'AND' and 'OR' logic to generate matching leads. A majority of the search filters use 'OR' logic, however, property details use 'AND' logic. This means some combinations of filters will not return results. If this occurs, check your filters and use the following best practices:

If you find your filters are not returning any results and you think they should:
- Start over with one option at a time.
- If you see results, open the filters again and select the next criteria.
- Keep doing this until you find the filter that is causing the problem, as it may be incompatible with another selected filter.
If you run into a technical issue with the filter that causes it to display the loading icon and never yields results, hit the refresh button in your browser to cancel and reset the page.

Try to avoid being too detailed with selections like 'beds' and 'baths' because it will look for an exact value, as opposed to treating it as 'X or more.'

Filter Descriptions & Logic

Section: Assigned Users

Filter	Type	Description	Logic Used
Concierge Status	Multi-Select	Filters leads by Concierge status. ONLY displays if you've purchased the Success Assurance service.	OR
Lead Status	Multi-Select	Filters leads by Lead status.	OR
Agent Assigned	Multi-Select	Filters leads assigned to an Agent(s).	OR
Lender Assigned	Multi-Select	Filters leads assigned to a Lender(s).	OR
Contact Owner	Multi-Select	Filters leads owned by a specific scope or set of scopes (Agent, Team, or Company).	OR
Shared By Me	Toggle	Filters leads you've shared with others.	AND
Shared With	Multi-Select	Filters leads that are both shared by and with you.	OR

Section: Contact Details

Filter	Type	Description	Logic Used
Lead Type	Multi-Select	Filters leads by Lead (deal) Type.	OR
Rating	Multi-Select	Filters leads by rating.	OR
Hashtags	Multi-Select	Filters leads with a specific or specific set of Hashtags.	AND or OR (option if multiple selected)
Hashtag is Not	Multi-Select	Filters leads without a specific or specific set of Hashtags.	OR
No Hashtags	Toggle	Filters leads without any Hashtags.	AND
Contact Source	Multi-Select	Filters leads with the specified Source(s). IF used with System Source filter, 'AND' logic will be used between the 2	OR
System Source	Multi-Select	Filters leads with the specified System Source(s). IF used with Source filter, 'AND' logic will be used between the 2	OR
Has Phone	Toggle	Filters leads with a phone number.	AND
No Phone	Toggle	Filters leads without a phone number.	AND
Has Email	Toggle	Filters leads with a valid email address.	AND
No Email	Toggle	Filters leads without an email address.	AND
Subscribed to Text	Toggle	Filters leads who are subscribed to texts.	AND
Unsubscribed to Text	Toggle	Filters leads who are unsubscribed to texts.	AND
Subscribed to Emails	Toggle	Filters leads who are subscribed to emails.	AND
Unsubscribed to Emails	Toggle	Filters leads who are unsubscribed to emails.	AND
Has Birthday	Toggle	Filters leads with a birth date.	AND
No Birthday	Toggle	Filters leads without a birth date.	AND
Has Primary Address	Toggle	Filters leads with a primary address.	AND
Has No Primary Address	Toggle	Filters leads with without a primary address.	AND
Has Valuation Address	Toggle	Filters leads with a valuation address.	AND
Has No Valuation Address	Toggle	Filters leads without a valuation address.	AND
Created Timeframe	Date Range	Filter leads by a selected timeframe of creation.	AND

Section: Behavior

Filter	Type	Description	Logic Used
Has Alerts	Toggle	Filters leads with Search Alerts enabled.	AND
No Alerts	Toggle	Filters leads without Search Alerts enabled.	AND
Has Market Reports	Toggle	Filters leads with Market Reports enabled.	AND
Has No Market Reports	Toggle	Filters leads without Market Reports enabled.	AND
Does Not Have a Running Campaign	Toggle	Filters leads who do not have a Smart Campaign assigned.	AND
Contacts with Campaign	Multi-Select	Filters leads with a specific campaign(s).	AND or OR (option if multiple selected)
Valuation Report Status - Opted-Out	Check Box	Filters leads who are opted-out of a Valuation Report.	AND
Valuation Report Status - Opted-In	Check Box	Filters leads who are opted-in to a Valuation Report.	AND
Has Responded Via - Text	Check Box	Filters leads who have replied to you via text message.	OR
Has Responded Via - Email	Check Box	Filters leads who have replied to you via email.	OR
Has Responded Via - Phone	Check Box	Filters leads who have replied to you via phone call.	OR
Saved a Property	Check Box & Date Range	Filters leads who have saved (favorited) a property within a specified date range.	AND
Last Active	Check Box & Date Range	Filters leads who have been active within a specified date range.	AND
Next Call	Check Box & Date Range	Filters leads who have an associated call due within a specified date range.	AND
Asked a Question	Check Box & Date Range	Filters leads who have asked a question through your website within a specified date range.	AND
Request Showing	Check Box & Date Range	Filters leads who have requested a showing through your website within a specified date range.	AND
Last Time I Called	Check Box & Date Range	Filters leads who you have called through the Smart CRM or Mobile App within a specified date range.	AND
Last Email To Contact	Check Box & Date Range	Filters leads who you have emailed through the Smart CRM within a specified date range.	AND
Last Time I Texted	Check Box & Date Range	Filters leads who you have texted through the Smart CRM or Mobile App within a specified date range.	AND

Section: Property Interest

The property interest filters lookup data from the "Home Preferences" section of a lead profile.

Filter	Type	Description	Logic Used
Price Range	Min/Max	Filters leads with property interest details within the min/max price range you've input.	AND
Locations	Lookup	Filters leads with property interest details within the location(s) you've input.	AND
Matching Buyers	Lookup	Filters leads with a specific MLS ID or Address in their profile.	AND
Baths	Single-Select	Filters leads with property interest matching the exact # of baths input.	AND
Beds	Single-Select	Filters leads with property interest matching the exact # of beds input.	AND

How to Save a Filter

Smart CRM filters can be saved so you can quickly access your frequent searches. Any saved filters will be included in the 'Saved Filter' dropdown within the filters section.

To save a filter:

Log in to btPRO.
Click on Smart CRM.
Click on the black arrow directly between Playbooks and Smart CRM to expand filter options.
Select all desired criteria for your filter.
Once all criteria is added, click 'Save Filters'.
In the pop-up that appears, enter a Filter Name.
Click 'Save New Filter'.

How to Apply a Saved Filter

Any saved filters will be included in the 'Saved Filters' dropdown within the filters section.

Simply select the saved filter to quickly filter your leads.

How to Manage Filters

If you need to rename, pin, or remove a Saved Filter:

Log in to btPRO.
Click on Smart CRM.
Click on the black arrow directly between Playbooks and Smart CRM to expand filter options.
Click on the Manage button to open filter settings.
In the pop-up that appears, take your desired action:
1. Rename your filter
2. Add a Quick link on CRM to 'pin' the filter to the top of the Smart CRM page.
3. Or, click 'X' to delete a Saved Filter entirely.
Click Save.

Have questions? Please reach out to PRO Support via the blue chat bubble to the right or by emailing prosupport@insiderealestate.com!

(Keywords: filter, smart CRM, CRM, filters)

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